Shopify Inc.
SHOP- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001594805
近 90 天，Shopify Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,719 家機構在 13F 申報持有，市值合計 $946.1 億；方舟投資、D1 資本等 3 位大師持有。
2025 年第 2 季 13F 持有人
Shopify Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,555
- 較 2025 年第 1 季 +95 家
- 持有股數
- 8.44 億
- 較 2025 年第 1 季 −377.6 萬 (−0.4%)
- 總市值
- $973.8 億
- 較 2025 年第 1 季 +$165.1 億 (+20.4%)
- 新進機構
- 220
- 另有 586 家加碼
- 清倉機構
- 125
- 另有 511 家減碼
另有 20 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SHOP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,719 | $946.1 億 |
| 2026 年第 1 季 | 1,741 | $990.7 億 |
| 2025 年第 4 季 | 1,892 | $1,383 億 |
| 2025 年第 3 季 | 1,718 | $1,234 億 |
| 2025 年第 2 季 | 1,555 | $973.8 億 |
| 2025 年第 1 季 | 1,480 | $809.1 億 |
| 2024 年第 4 季 | 1,490 | $887.0 億 |
| 2024 年第 3 季 | 1,262 | $666.4 億 |
| 2024 年第 2 季 | 1,213 | $538.2 億 |
| 2024 年第 1 季 | 1,222 | $615.1 億 |
| 2023 年第 4 季 | 1,214 | $630.9 億 |
| 2023 年第 3 季 | 1,081 | $425.8 億 |
| 2023 年第 2 季 | 1,127 | $506.0 億 |
| 2023 年第 1 季 | 1,028 | $368.4 億 |
| 2022 年第 4 季 | 973 | $267.1 億 |
| 2022 年第 3 季 | 883 | $195.7 億 |
| 2022 年第 2 季 | 968 | $221.8 億 |
| 2022 年第 1 季 | 1,149 | $521.0 億 |
| 2021 年第 4 季 | 1,352 | $1,083 億 |
| 2021 年第 3 季 | 1,228 | $1,040 億 |
| 2021 年第 2 季 | 1,213 | $1,114 億 |
| 2021 年第 1 季 | 1,158 | $829.4 億 |
2025 年第 2 季持有機構
每家機構持有 Shopify Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 111,693 | $1,288 萬 | 0.26% | +863+0.8% | 加碼 |
| Oddo BHF Asset Management SAS | 111,815 | $1,290 萬 | 0.49% | −16,831−13.1% | 減碼 |
| Caxton Associates LLP | 115,000 | $1,327 萬 | 0.34% | +115,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 116,912 | $1,349 萬 | 0.02% | −72,500−38.3% | 減碼 |
| State of Michigan Retirement System | 117,200 | $1,352 萬 | 0.07% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 117,845 | $1,356 萬 | 0.06% | +500+0.4% | 加碼 |
| Texas Yale Capital Corp. | 117,792 | $1,359 萬 | 0.45% | +809+0.7% | 加碼 |
| GF Fund Management Co. Ltd. | 120,000 | $1,384 萬 | 0.28% | +120,000 | 新進 |
| The PNC Financial Services Group, Inc. | 121,418 | $1,401 萬 | 0.01% | +6,739+5.9% | 加碼 |
| Dash Acquisitions Inc. | 115,483 | $1,411 萬 | 2.99% | +1,625+1.4% | 加碼 |
| Meridian Wealth Management, LLC | 122,837 | $1,417 萬 | 0.60% | −693−0.6% | 減碼 |
| Van Eck Associates Corp | 124,634 | $1,438 萬 | 0.02% | −53,226−29.9% | 減碼 |
| Ithaka Group LLC | 125,457 | $1,447 萬 | 2.48% | +35,538+39.5% | 加碼 |
| Apollon Wealth Management, LLC | 125,589 | $1,449 萬 | 0.29% | +400.0% | 加碼 |
| Cresset Asset Management, LLC | 125,840 | $1,452 萬 | 0.07% | +10,072+8.7% | 加碼 |
| Generali Asset Management SPA SGR | 93,504 | $1,469 萬 | 0.33% | +714+0.8% | 加碼 |
| Sustainable Growth Advisers, LP | 128,662 | $1,484 萬 | 0.08% | +13,577+11.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 131,819 | $1,518 萬 | 0.02% | −70,507−34.8% | 減碼 |
| Triasima Portfolio Management inc. | 134,249 | $1,545 萬 | 2.82% | −22,550−14.4% | 減碼 |
| iA Global Asset Management Inc. | 134,910 | $1,556 萬 | 0.23% | +134,910 | 新進 |
| Utah Retirement Systems | 135,237 | $1,557 萬 | 0.16% | 00.0% | 不變 |
| Kinetic Partners Management, LP | 137,526 | $1,586 萬 | 0.87% | +45,726+49.8% | 加碼 |
| Henry James International Management, Inc. | 137,609 | $1,587 萬 | 5.22% | −20,700−13.1% | 減碼 |
| Shelton Capital Management | 137,642 | $1,588 萬 | 0.37% | +137,642 | 新進 |
| Congress Wealth Management LLC | 139,613 | $1,610 萬 | 0.16% | +5,968+4.5% | 加碼 |
| Swiss Life Asset Management Ltd | 139,805 | $1,613 萬 | 0.10% | +10,776+8.4% | 加碼 |
| Nepsis, Inc. | 140,469 | $1,620 萬 | 4.51% | −35,237−20.1% | 減碼 |
| Pathstone Holdings, LLC | 142,237 | $1,641 萬 | 0.06% | −99,332−41.1% | 減碼 |
| Genus Capital Management Inc. | 144,085 | $1,658 萬 | 2.11% | +9,280+6.9% | 加碼 |
| Gryphon Financial Partners LLC | 145,382 | $1,677 萬 | 2.19% | −190.0% | 減碼 |
| Welch & Forbes LLC | 146,116 | $1,685 萬 | 0.21% | +2,515+1.8% | 加碼 |
| La Banque Postale Asset Management SA | 147,793 | $1,705 萬 | 0.24% | −40,000−21.3% | 減碼 |
| Sanctuary Advisors, LLC | 149,283 | $1,722 萬 | 0.11% | −1,267−0.8% | 減碼 |
| Twin Tree Management, LP | 149,437 | $1,724 萬 | 0.43% | −75,757−33.6% | 減碼 |
| Colony Group, LLC | 150,528 | $1,736 萬 | 0.04% | −138,194−47.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 150,584 | $1,737 萬 | 0.12% | −18,622−11.0% | 減碼 |
| Nissay Asset Management Corp | 157,470 | $1,816 萬 | 0.11% | +157,470 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 157,413 | $1,834 萬 | 0.03% | +3,140+2.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 159,500 | $1,840 萬 | 8.86% | +156,053+4,527.2% | 加碼 |
| MML Investors Services, LLC | 160,759 | $1,854 萬 | 0.05% | −9,146−5.4% | 減碼 |
| D.A. Davidson & Co. | 161,212 | $1,860 萬 | 0.13% | +81,933+103.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 162,940 | $1,880 萬 | 0.32% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 164,816 | $1,901 萬 | 1.50% | +4,558+2.8% | 加碼 |
| Maryland State Retirement & Pension System | 165,345 | $1,909 萬 | 0.42% | −5,416−3.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 169,182 | $1,951 萬 | 0.08% | 00.0% | 不變 |
| Perpetual Ltd | 172,280 | $1,987 萬 | 0.23% | −749−0.4% | 減碼 |
| Thornburg Investment Management Inc | 172,686 | $1,992 萬 | 0.26% | +29,289+20.4% | 加碼 |
| Agf Management Ltd | 171,527 | $1,995 萬 | 0.09% | −832,344−82.9% | 減碼 |
| SG Americas Securities, LLC | 177,226 | $2,044 萬 | 0.09% | +57,167+47.6% | 加碼 |
| HighTower Advisors, LLC | 177,586 | $2,048 萬 | 0.03% | +119+0.1% | 加碼 |
| Intech Investment Management LLC | 178,264 | $2,052 萬 | 0.19% | +21,250+13.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 180,158 | $2,074 萬 | 0.15% | −200−0.1% | 減碼 |
| Glenmede Investment Management, LP | 182,324 | $2,103 萬 | 0.11% | +182,324 | 新進 |
| Assetmark, Inc | 182,916 | $2,110 萬 | 0.05% | +89,476+95.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 184,321 | $2,126 萬 | 0.02% | +4,563+2.5% | 加碼 |
| Ampersand Capital Group, L.P. | 184,763 | $2,131 萬 | 10.60% | +9,750+5.6% | 加碼 |
| AIA Group Ltd | 186,058 | $2,146 萬 | 0.47% | +16,174+9.5% | 加碼 |
| Arthedge Capital Management, LLC | 188,000 | $2,169 萬 | 14.98% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 189,070 | $2,181 萬 | 0.06% | +30,007+18.9% | 加碼 |
| Baker Avenue Asset Management, LP | 190,077 | $2,193 萬 | 0.62% | −9,512−4.8% | 減碼 |
| Atria Investments LLC | 190,823 | $2,201 萬 | 0.26% | +13,303+7.5% | 加碼 |
| USS Investment Management Ltd | 190,758 | $2,202 萬 | 0.14% | +1,682+0.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 191,059 | $2,204 萬 | 0.07% | +7,292+4.0% | 加碼 |
| Acadian Asset Management LLC | 198,396 | $2,288 萬 | 0.05% | +28,933+17.1% | 加碼 |
| Aquatic Capital Management LLC | 198,876 | $2,294 萬 | 0.46% | +126,898+176.3% | 加碼 |
| Daiwa Securities Group Inc. | 199,136 | $2,297 萬 | 0.08% | +133,270+202.3% | 加碼 |
| Investment Management Corp of Ontario | 200,757 | $2,316 萬 | 0.34% | −65,663−24.6% | 減碼 |
| AustralianSuper Pty Ltd | 203,016 | $2,343 萬 | 0.12% | +203,016 | 新進 |
| NEOS Investment Management LLC | 206,686 | $2,384 萬 | 0.30% | +206,686 | 新進 |
| Trillium Asset Management, LLC | 210,722 | $2,431 萬 | 0.65% | −18,021−7.9% | 減碼 |
| Qube Research & Technologies Ltd | 212,542 | $2,453 萬 | 0.03% | −2,155,089−91.0% | 減碼 |
| Marcho Partners LLP | 216,676 | $2,499 萬 | 9.82% | −34,571−13.8% | 減碼 |
| Andra AP-fonden | 159,700 | $2,508 萬 | 0.35% | −5,000−3.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 221,168 | $2,544 萬 | 0.63% | +11,139+5.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 231,739 | $2,673 萬 | 0.26% | +6,349+2.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 242,465 | $2,797 萬 | 0.40% | +68,311+39.2% | 加碼 |
| Cetera Investment Advisers | 242,505 | $2,797 萬 | 0.05% | −11,890−4.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 249,756 | $2,881 萬 | 0.25% | +107,292+75.3% | 加碼 |
| Liontrust Investment Partners LLP | 258,274 | $2,979 萬 | 0.43% | +179,457+227.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 261,023 | $3,004 萬 | 0.17% | −8,821−3.3% | 減碼 |
| Public Employees Retirement System of Ohio | 264,113 | $3,045 萬 | 0.10% | −330,331−55.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 268,754 | $3,100 萬 | 0.25% | −70,576−20.8% | 減碼 |
| Cornerstone Capital, Inc. | 270,918 | $3,125 萬 | 3.27% | −9,445−3.4% | 減碼 |
| New York State Common Retirement Fund | 271,669 | $3,134 萬 | 0.04% | −56,438−17.2% | 減碼 |
| One Madison Group LLC | 280,000 | $3,230 萬 | 3.41% | +23,326+9.1% | 加碼 |
| Guggenheim Capital LLC | 286,580 | $3,306 萬 | 0.27% | +279,915+4,199.8% | 加碼 |
| Huntington National Bank | 292,136 | $3,370 萬 | 0.22% | +416+0.1% | 加碼 |
| Castleark Management LLC | 293,864 | $3,390 萬 | 1.02% | +15,948+5.7% | 加碼 |
| Tremblant Capital Group | 300,687 | $3,468 萬 | 3.35% | +300,687 | 新進 |
| Mariner, LLC | 300,762 | $3,469 萬 | 0.05% | +2,130+0.7% | 加碼 |
| Hantz Financial Services, Inc. | 301,443 | $3,477 萬 | 0.56% | −21,832−6.8% | 減碼 |
| Forsta Ap-Fonden | 319,700 | $3,680 萬 | 0.24% | −39,200−10.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 319,351 | $3,684 萬 | 0.04% | +168,352+111.5% | 加碼 |
| STRS Ohio | 321,177 | $3,701 萬 | 0.14% | +414+0.1% | 加碼 |
| Kames Capital plc | 323,862 | $3,726 萬 | 0.48% | −4,231−1.3% | 減碼 |
| Equitable Trust Co | 325,949 | $3,760 萬 | 1.87% | +79,327+32.2% | 加碼 |
| Ci Investments Inc. | 327,247 | $3,775 萬 | 0.14% | +1440.0% | 加碼 |
| Neuberger Berman Group LLC | 328,355 | $3,783 萬 | 0.03% | −150,484−31.4% | 減碼 |
| Gavilan Investment Partners LLC | 330,000 | $3,807 萬 | 9.15% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 360,915 | $4,163 萬 | 0.75% | −4,155−1.1% | 減碼 |